Morningstar recently published its annual "State of Retirement Income" research report.
This year’s report finds the highest 30-year safe withdrawal rate for retirees is... 3.7% 🤯
In this episode, you'll learn:
► How researchers arrive at different recommended withdrawal rates
► Why popular withdrawal strategies are (likely) too conservative
► 3 proven strategies for boosting retirement income
And since there is no one-size-fits-all, you'll also learn the pros and cons of each retirement income strategy discussed!
***
2025 TAX CHEATSHEET
Subscribe to the Stay Wealthy Retirement Newsletter!
As a thank you, you'll receive my recently updated 2025 Tax Cheatsheet (PDF).
You'll also receive weekly retirement and investing tips from yours truly.
👉 Click here to subscribe and grab your cheatsheet.
***
EPISODE RESOURCES:
📊 Get Your FREE Retirement & Tax Analysis!
